Wealthfolio

Wealthfolio is a beautiful, private, and open-source investment portfolio tracker designed to run locally on your devices. It allows users to track their investment portfolio composition, performance, and analytics, compare against benchmarks, and get a full picture of their net worth by including assets and liabilities. The platform emphasizes user control and privacy, with no account needed for its core functionality and the option to self-host. It caters to individual investors who prioritize data privacy and want comprehensive control over their financial information. Wealthfolio helps users understand their portfolio with built-in AI assistance, monitor income from dividends and interest, set and track financial goals, and stay aware of contribution limits for tax-advantaged accounts. While the core application is local-first, an optional 'Connect' subscription offers brokerage synchronization and multi-device access with end-to-end encryption, providing convenience without compromising data ownership.